About Us
The Ascent Group, LLC is an SEC registered investment advisor based in Virginia Beach, VA with several billion dollars in wealth and retirement plan assets under management. The Ascent Group has built out its own turnkey asset management platform (TAMP) to provide enhanced value to clients through compelling asset management strategies and scaled pricing. By partnering with asset managers and strategists, The Ascent Group has customized specific programs and strategies that solve a range of client and advisor needs. The Ascent Group is an Alera Group company, focused on helping Alera Wealth Services expand TAMP access to provide value to more clients and advisors.
Partner Websites
Walsh & Nicholson Financial Group
Advisory Services offered through The Ascent Group, LLC, an SEC-registered investment adviser. Securities offered by certain representatives through Osaic Wealth, Inc., Member FINRA/SIPC. The Ascent Group, LLC, Alera Group, Inc., and any individual offices affiliated with Alera Group, Inc., are not affiliated with Osaic Wealth, Inc. Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation.
EXPERT EDUCATION
Events and Webinars
Latest Updates on the Maryland Paid Family and Medical Leave Act
We invite you to join our interactive webinar to review the newly proposed Maryland Family and Medical Leave Insurance (FAMLI) regulations.
November 19, 2024 at 10:00 am ET | Virtual
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Employee Benefits
When Captive Insurance Makes Sense
In this session, our experts will talk about how captives work, the advantages and disadvantages and what you need to know to determine whether they make sense for your organization.
November 21, 2024 at 01:00 pm CT | Virtual
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Employee Benefits
Q4 Compliance Update
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
December 3, 2024 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
Are You Prepared to Comply With the New Mental Health Parity Final Rule in 2025?
On September 9, 2024, the DOL, IRS and HHS released a final rule for the Requirements Related to the Mental Health Parity and Addiction Equity Act (MHPAEA Final Rule). The MHPAEA Final Rule is similar to the proposed rule released on July 25, 2023, with some marked differences. While the MHPAEA Final Rule is effective as of November 22, 2024, the requirements become enforceable at different times. Most apply to plan years beginning on or after January 1, 2025, with other requirements becoming enforceable for plan years beginning on or after January 1, 2026.
October 25, 2024
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Employee Benefits
Legal Alert: IRS Adjusts Health Flexible Spending Account and Other Benefit Limits for 2025
On October 22, 2024, the Internal Revenue Service (IRS) released Revenue Procedure 2024-40, which increases the health flexible spending account (FSA) salary reduction contribution limit to $3,300 for plan years beginning in 2025, an increase of $100 from 2024.
October 23, 2024
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Weekly Market Update
Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon.
October 21, 2024
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Wealth Services
Avoiding Self-Sabotage in Investing
Discover how emotions like fear, greed, and overconfidence can impact your investment decisions and learn ways to overcome them.
October 17, 2024
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